+8,652.1%
STX vs TECH
+1,096.6%
+7,555.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -28.5% | +0.2% | -28.6% | -28.5% |
| 30D | -42.9% | +0.3% | -43.3% | -43.0% |
| 3M | -45.9% | +1.3% | -47.2% | -46.2% |
| 6M | -41.3% | +54.0% | -95.3% | -51.5% |
| YTD | +67.9% | +24.3% | +43.7% | +47.7% |
| 1Y | +66.5% | +25.8% | +40.7% | +45.2% |
| 3Y | +588.0% | +26.0% | +562.0% | +462.4% |
| 5Y | +449.1% | -40.1% | +489.2% | +508.0% |
| 10Y | +1,982.8% | +210.6% | +1,772.2% | +862.5% |
| All | +8,652.1% | +1,096.6% | +7,555.6% | +1,729.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling